See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,544 | $81,460-47.8% | $103,333-58.8% | $80,856-47.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.72% | 25.55%-18.8pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $5,933 | $3,105+91.1% | $3,868+53.4% | $2,755+115.4% |
| Participant deferral / active EE | $2,611 | $3,869-32.5% | $5,057-48.4% | $4,296-39.2% |
| Admin fee / account holder | $2,280 | $6,566-65.3% | $8,355-72.7% | $6,918-67.0% |